Thomas.Poett@TEAMS (MVP Teams and Cross-Tenant M&A/D Migration Expert Lead)

  Excerpt: A team wants shared meeting notes without assigning one person to write everything down. Facilitator can help the group stay organized and action-oriented during the meeting. What a user can achieve ·        Keep the agenda visible and the meeting focused. ·        Capture highlights and action items in real time. ·        Let participants see shared updates in Chat and Notes. Step-by-step guide 1.   Schedule or join the Teams meeting. 2.   Add or turn on Facilitator if your Microsoft 365 Copilot licensing and Teams policy allow it. 3.   Tell the group that Facilitator is helping with notes and action items. 4.   During the meeting, check the Notes and Chat areas for real-time updates. 5.   At the end, review the AI-generated notes together and correct anything important before sending follow-up communication. How it works in practice...

  Excerpt: A project team has a 45-minute status call. Without AI support, people leave with different memories of the decisions. With Copilot in Teams, the user can ask questions during the meeting and get a structured summary afterward. What a user can achieve ·        Understand the main points without rereading the whole transcript. ·        Find open questions and decisions while the meeting is still running. ·        Create a follow-up list with owners and next steps. Step-by-step guide 1.   Join the Teams meeting with your work account and make sure your organization allows Microsoft 365 Copilot. 2.   Select the Copilot icon in the meeting controls. 3.   Ask a direct question such as: "What decisions have we made so far?" 4.   Before the meeting ends, ask: "List open topics, risks, and action items." 5.   After the meeting, open the meeting...